Consumer durable division to grow 13-15% in FY26
Despite flattish industry, Amber expects its consumer durable division to grow 13-15% for the full year, driven by wallet share gains and product diversification.
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Amber Enterprises India · forward-looking guidance across the available source record.
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revenue
Electronics division to achieve double-digit EBITDA margin in FY27
Management reiterated guidance that electronics division EBITDA margins will be in double digits for FY27, already achieved in Q3.
Railway division revenue to double over next two financial years
Backed by a strong order book of ₹2,600 crore+, management expects to double railway subsystem and defense division revenue in two years.
Capex of ₹1,100-1,200 crore in FY27
CFO guided that capital expenditure to be capitalized in FY27 will be around ₹1,100-1,200 crore, including expansions in electronics and railways.
Electronics division revenue growth of ~40% in FY27
Post conversion of some customers to job work basis, the division expects 40% revenue growth with margins of 9.5-10%.
Railway division revenue growth of 30-35% in FY27 and FY28
Backed by strong order book of 2,600+ crore and product portfolio expansion.
Consolidated margin pressure of 50-100 bps in near term
Due to commodity inflation, currency depreciation, and wage hikes; expected to normalize as macro environment improves.
Capex of ~1,800-2,000 crore in FY27 with cash outflow of ~1,100-1,200 crore
Includes Ascent, SNK Circuit, and other divisions; net capex after subsidies will be lower.